Member Info for stanleyb

🤡 it wasn't a surprise..."THG 2024 results round up and Q1 trading update on or around 30th April 2025" where is the surprise in that?

Outlook, positive tailwind on Yen FX, Whey prices receding back to normal levels, debt reduction by 33%, remaining loans renegotiated for nearly 5 years until December 2029..80% reduction in Capex to circa low £20 millions following demerger of Ingenuity division...New partnerships with international dairy brand Muller, Iceland and more, Expansion of retail offerings in US with Walmart and others..Strong trading in far east Japan and Korea many products in key retail outlets..Millions of products being sold daily with My Protein global partners...etc etc..Beauty direct Retail offering, Spa and Beauty partnerships with Beauty and Spa products in thousands of partner outlets..the list goes on...£740 million gross profit doesn't need much in the way of cost reductions to see positive FCF going forward..Thought the presentation looked pretty polished and upbeat this time.. JAO Adyor@

....£740 million gross profit..!

So you experts out there, how much Whey Protein do they use in 64% of THG's Beauty division?..Answer Zero!! There is no correlation to THG share price and Whey Protein for the entire group..Beauty Division sales £1.1 billion Nutrition Division sales £600 million...get a grip...its all about Profit and forecasts...bye the way, 41% gross margin for THG ( re APN fan club) £740 gross profit..!

...This month THG rejected a bid worth £400-600m from former director Iain McDonald for its Myprotein brand. McDonald – an early investor in ASOS PLC who also sits on the board of boohoo, now rebranded to Debenhams Group – is the executive chair of Selkirk Group PLC, a shell company founded last year. In March 2024 he stepped down from the board of THG after 14 years, with Moulding paying tribute to his ‘anchor’ and recalling early fallouts but insisting the online retailer wouldn’t have been as successful without him. However the founder and chief investment officer of Belerion Capital, who oversaw THG’s growth and evolution into a global leader in three major categories – beauty, nutrition and technology – is now seeking to prise the nutrition brand away from THG via Selkirk.......Adyor!

They didn't turn down £600 million for 36% of THG without having a back up plan for the big holders..... 👀

Do the maths..£600 million for My Protein =50p /share..circa 36% of THG's sales.. Beauty circa 64% sales..= 100p/share..even with debt repaid combined valuation well over 100p/share... 👀

😊

No serious investors are trading shares at these prices and low volumes...!

The £600 million Selkirk unsolicited bid approach was cast aside as something much bigger is happening...watch 👀 .

JAO Adyor!

Soon....

" The Board is committed to the highest standards of corporate governance and will be required to continue to report against the provisions of the UK Corporate Governance Code following the Transfer....."

We'll see on Wednesday whether they remember what they said..or will the CEO and Chairman try to rip off their shareholders again?

No wonder THG shareholders are being short changed with a Chairman bleeding £400 k a year for doing absolutely nothing except cleaning Matt's car..

The chances of Lord Milliband and His Royal Highness Starmer allowing WN to be drilled is less than zero. As for CS, there's more chance of getting a refund from the mafia for poor service don't you think?

One assumes the accountants have leaked the results to the Hedge Funds and investment community hence why little movement in SP? JAO

So another UK listed company going cheap to the Yanks...THG next?

https://news.sky.com/story/money-news-personal-finance-consumer-mortgage-latest-13040934

Hopefully the CEO and BOD of THG are looking to surprise the market with a positive trading update to reward ALL shareholders and put a torch to the shorts...as MM said, it's a zero sum gain for the Hedge Funds who never like to lose! So shut them.up with a positive trading update! JAO Adyor

If THG are making 44% gross margin on £1.7 billion sales, can we assume that post demerger the company is going to be "Highly Profitable" as STATED by the CEO and BOD, considering Capex has been slashed by 90% and loan interest has been cut by 35% since THG paid back £234 million from the loan reducing it debt by 35%...there is no reason why THG won't report a good trading profit for 2025 unless management are cooking the books wouldn't you say? JAO Adyor!!!

Interesting...So who's stealing all the money?

OSG if it's that easy to sell £1.7 billion in Nutrition and Beauty products why don't you just set up a similar business in your garden shed?